Matthew Welsh
Matthew Welsh is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Boynton Beach, FL, with 13 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
2240 Woolbright Road, Suite 354, Boynton Beach, FL, 33426
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is a financial advisor at Materetsky Financial Group, dedicating nearly full-time hours to this role. He is also an independent insurance agent and owner/tax preparer at MFG Tax Preparation, spending a few hours per week on the latter.
Employment History
Current Registrations
Private Client Services, LLCBroker
Materetsky Financial Group
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.